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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $17,312 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,301 | $46,688-45.8% | $189,758-86.7% | $69,733-63.7% |
| Participation rate | 52.3% | 61.7%-9.4pp | 79.8%-27.5pp | 62.5%-10.2pp |
| Annual return | 13.84% | 14.35%-0.5pp | 52.62%-38.8pp | 15.22%-1.4pp |
| Employer contribution / active EE | $1,070 | $1,695-36.9% | $4,767-77.6% | $2,250-52.5% |
| Participant deferral / active EE | $2,758 | $2,143+28.7% | $5,856-52.9% | $3,054-9.7% |
| Admin fee / account holder | $196 | $1,700-88.5% | $20,388-99.0% | $3,102-93.7% |